Full-Time

Enterprise Sales

Posted on 12/2/2024

Column Tax

Column Tax

11-50 employees

API-first tax filing platform for apps

Fintech
Financial Services

Junior, Mid

New York, NY, USA

Requires in-person presence in New York City for at least 3 days a week.

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Product Management
Requirements
  • Experience in Sales or Partnerships and are looking for a role where you can help shape a GTM organization from an early stage
  • Time working in Account Management or Solutions Engineering and want to make the jump to focus on new business sales/go-to-market work
  • Experience in Product and are looking to make the move to more of a 'GM' type role at a B2B company
  • Experience in BizOps/Strategy and are looking to make the move into a sales-focused role
  • You genuinely enjoy sales + new partner launch work. You’re a master at listening & discovery. You know when to help partners and when to let them lead.
  • You are someone who has worked at an early-stage startup (or has specific experience launching/growing a new B2B product line at a larger company)
  • You haven’t seen a problem you weren’t excited to solve
  • You get excited about doing the little things needed to make a partnership successful
Responsibilities
  • Spending lots of time with fintech companies, financial institutions & tax-focused companies to deeply understand their product strategy & ethos (in an authentic way)
  • Helping prospective partners think through where embedded Tax Filing can/could/should fit in their strategy
  • Working closely with prospective partners to build a business case & product plan for embedded tax products
  • Closing deals and running the sales cycle end-to-end
  • Spending time with our product team to map our internal roadmap to what prospects need to be successful
  • Translating learnings from specific deals into an overall Column Tax GTM strategy (What segments should we focus more on? Why?)
  • You will have the opportunity to shape the next phase of go-to-market at Column Tax

Column Tax provides a tax platform that integrates seamlessly into various applications, particularly those related to personal finance, such as banking services and budgeting tools. Their product allows these applications to offer tax filing capabilities, enhancing the value they provide to users. The platform operates on an API-first model, enabling quick integration so that clients can start processing tax returns within a week. Column Tax is unique in being the first company authorized by the IRS to offer such an API-first tax filing service, ensuring maximum refunds and accuracy for end-users. Additionally, they manage customer support, which helps their clients focus on their core services. The goal of Column Tax is to simplify the tax filing process for both their clients and their clients' customers, ultimately improving financial outcomes.

Company Stage

Series A

Total Funding

$26.1M

Headquarters

New York City, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

20%

2 year growth

78%
Simplify Jobs

Simplify's Take

What believers are saying

  • Column Tax's partnerships with major financial apps like Chime, Varo, and MoneyLion demonstrate strong market validation and growth potential.
  • The recent $21.7 million Series A funding round led by Bain Capital Ventures indicates robust investor confidence and financial stability.
  • The ability to integrate tax filing services into various financial apps can significantly enhance user engagement and retention for their clients.

What critics are saying

  • The competitive landscape in fintech and tax software is intense, requiring continuous innovation to maintain a competitive edge.
  • Reliance on partnerships with financial apps means that any disruption in these relationships could impact Column Tax's revenue streams.

What makes Column Tax unique

  • Column Tax is the first company authorized by the IRS to offer an API-first tax filing product, setting it apart from competitors.
  • Their API-first approach allows for rapid integration, enabling clients to offer tax filing services within a week, a significant advantage over traditional tax software.
  • Column Tax guarantees maximum refunds and accuracy, along with handling customer support, which adds substantial value to their clients' offerings.

Help us improve and share your feedback! Did you find this helpful?